SWA
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SOA Wealth Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History

SOA Wealth Advisors’s Portfolio BIP Stock Details BIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Hold
0
– – – 840
2024
Q2 		– Sell
-700
Closed -$19.9K – 857
2024
Q1 		$21.8K Buy
700
+200
+40% +$6.07K ﹤0.01% 436
2023
Q4 		$15.7K Hold
500
– – ﹤0.01% 460
2023
Q3 		$14.7K Hold
500
– – ﹤0.01% 474
2023
Q2 		$18.3K Hold
500
– – ﹤0.01% 446
2023
Q1 		$16.9K Buy
500
+200
+67% +$6.74K ﹤0.01% 451
2022
Q4 		$9.3K Hold
300
– – ﹤0.01% 531
2022
Q3 		$10K Hold
300
– – ﹤0.01% 505
2022
Q2 		$11K Hold
300
– – ﹤0.01% 477
2022
Q1 		$13K Hold
300
– – ﹤0.01% 532
2021
Q4 		$12K Hold
300
– – ﹤0.01% 530
2021
Q3 		$11K Hold
300
– – ﹤0.01% 563
2021
Q2 		$11K Hold
300
– – ﹤0.01% 556
2021
Q1 		$10K Hold
300
– – ﹤0.01% 509
2020
Q4 		$10K Buy
+300
New +$9.77K ﹤0.01% 510

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return